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First Trust Enhanced Short Maturity ETF
FTSM

Overview Fund Activity

390 hedge funds and large institutions have $4.75B invested in First Trust Enhanced Short Maturity ETF in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 135 increasing their positions, 180 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
5.67%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.48%
New
40
Increased
135
Reduced
180
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$511M
2
GWM
2
GDS Wealth Management
Texas
$28.8M
3
FEG
3
Financial Enhancement Group
Indiana
$25.5M
4
RJA
4
Raymond James & Associates
Florida
$68.4M
5
RVPG
5
Relative Value Partners Group
$11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$721M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$11.1M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$103M
4
PFS
4
Prospera Financial Services
Texas
$38M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$98.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
351
Benjamin Edwards Inc
Missouri
$85K -$35K -589 -29%
PA
352
PSI Advisors
Florida
$78.4K +$74.5K +1,250 +1,894%
HNB
353
Hilltop National Bank
Wyoming
$75.5K +$75.5K +1,267 New
GEA
354
Glen Eagle Advisors
New Jersey
$73K – – –
IIL
355
Insight Inv LLC
California
$70.3K – – –
PB
356
Pinnacle Bancorp
Nebraska
$54.5K – – –
PFBT
357
Parkside Financial Bank & Trust
Missouri
$47.7K – – –
RFA
358
Register Financial Advisors
Georgia
$37.6K +$60 +1 +0.2%
AFWM
359
Abich Financial Wealth Management
Virginia
$33.8K +$33.8K +567 New
S
360
Sachetta
Massachusetts
$30K – – –
DSC
361
Duncker Streett & Co
Missouri
$29.8K – – –
FGAM
362
Financial Gravity Asset Management
Texas
$28.2K -$35.6K -598 -56%
SSB
363
Sandy Spring Bank
Maryland
$25.9K +$25.9K +435 New
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$20K +$20K +335 New
FF
365
Friedenthal Financial
New Jersey
$18.8K +$954 +16 +5%
William Blair & Company
366
William Blair & Company
Illinois
$15.5K +$119 +2 +0.8%
PA
367
Parallel Advisors
California
$9.48K – – –
PCM
368
Penserra Capital Management
California
$8K +$301 +5 +4%
Jones Financial Companies
369
Jones Financial Companies
Missouri
$6.97K +$6.97K +117 New
FHA
370
First Horizon Advisors
Tennessee
$6.2K – – –
HIA
371
Harbor Investment Advisory
Maryland
$5.96K – – –
JFA
372
JNBA Financial Advisors
Minnesota
$5.58K +$119 +2 +2%
TRCT
373
Tower Research Capital (TRC)
New York
$4.23K -$7.21K -121 -63%
WWM
374
Wagner Wealth Management
South Carolina
$4.11K +$1.79K +30 +77%
GI
375
GAMMA Investing
California
$3.93K +$3.93K +66 New
13 14
15
16 17